Solutions Engineer Strategy & Operations Lead at Serval | CA, US | Rezi

Solutions Engineer Strategy & Operations Lead at Serval

Solutions Engineer Strategy & Operations Lead

Serval · CA, US

1 weeks ago

Solutions Engineer Strategy & Operations Lead

Serval · CA, US

8 days ago
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About the Role

This is the first dedicated Strategy & Operations hire for the Solutions Engineering org at Serval and is a critical priority for the go-to-market team. You will lead strategy and operations for SE leadership, helping to run the technical side of the business day to day and making the SE team measurably more productive. Solutions Engineering is a critical function to improve deal conversions, and this role will help build this organization from 0 to 1. You will identify strategic levers to accelerate technical wins and pilot conversion, drive execution, and spot and address gaps before they materialize.

Responsibilities

  • Set strategic direction and drive execution
  • Partner with SE leadership to identify high-leverage growth levers
  • Refine hiring model and org structure for GTM effectiveness
  • Drive pilot and POC forecasting excellence
  • Implement a scalable operating cadence and drive follow-through
  • Scope and lead strategic initiatives end to end
  • Improve workflows and process
  • Find and remove friction in the technical selling motion
  • Codify technical discovery, scoping methodology, pilot success criteria, and technical qualification standards
  • Ensure a world-class SE content and asset layer
  • Improve GTM systems and data architecture for reliable capture and trustworthy reporting
  • Drive adoption of AI wherever possible
  • Foster data-driven decision-making
  • Build analytics to explain technical performance
  • Diagnose and fix current and future gaps
  • Ensure a clear link to Product and Engineering
  • Partner with Finance, Embedded Sales Strategy & Operations, and Central RevOps on SE capacity planning, coverage design, and headcount modeling
  • Build tools to help SEs understand and run their own book of technical work

Requirements

  • 6-8+ years of experience in Strategy & Operations, Revenue Operations, or Business Operations at a high-growth B2B software company
  • Demonstrated experience driving open-ended initiatives from strategy through execution
  • Strong analytical horsepower: ability to structure ambiguous questions, pull data, spot insights, and land on recommendations
  • Sufficient technical fluency to earn credibility with SEs and customer technical stakeholders
  • Comfort and credibility working with senior GTM leadership and cross-functional stakeholders
  • Judgment about what matters and which competing initiatives move the business forward
  • Comfort with ambiguity and a bias to build
  • Experience scaling a pre-sales org from single-digit to nine-figure ARR (bonus)
  • Experience with enterprise displacement and technical evaluation motions (bonus)
  • Experience with innovation with AI to drive productivity (bonus)

Skills

  • Excel or Sheets mastery
  • SQL (preferred)
  • BI tooling (preferred)
  • Knowledge of Salesforce and the GTM tech stack (Gong, Outreach or Amplemarket, Clay, etc.) (plus)

Location

  • San Francisco, CA

Work Type

  • Onsite

Experience Level

  • 6-8+ years

Benefits

  • Impact: Be a key player in shaping the success of our product and company.
  • Growth: Build a fundamentally new AI product offering with the support of our experienced team and investors. Grow rapidly with the company.
  • Culture: Join a culture that values innovation, ownership, accountability, and fun.

About the Company

  • Serval is an AI-native automation platform transforming how enterprises operate.
  • We build intelligent agents that understand real-world workflows and execute them end-to-end — replacing manual processes and rigid legacy systems with adaptive, learning software.
  • Founded in early 2024, Serval is already trusted by companies like Fox, Notion, Perplexity, Vercel, and Brex to automate high-volume, high-friction operational work across their organizations.
  • At the core of Serval is an agentic AI platform that turns natural language into production-grade workflows.
  • Our agents don’t just respond to requests — they reason, take action across systems, and continuously improve with usage.
  • What began with operational use cases has quickly evolved into a horizontal AI automation layer used across IT, HR, Finance, Security, Legal, and Engineering.
  • Our mission is to eliminate repetitive, manual work across the enterprise and give teams leverage through intelligent automation.
  • Long term, we’re building the universal AI operations layer — a system of agents that sits across business functions and runs the workflows that keep modern companies moving.
  • We’re backed by leading investors including Sequoia Capital, Redpoint Ventures, Meritech, First Round, General Catalyst, Elad Gil, and others.